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367 results for
  • Banking & Insurance
  • BSA/AML Compliance

Claude for Project Management

Discover how AI can supercharge your project management workflows. In this 60-minute session, we’ll explore practical ways to use Claude across Word, Excel, PowerPoint, Outlook, and Teams to streamline communication, planning, reporting, and decision-making. Y ...

ChatGPT for Excel

In today’s fast-paced and data-driven world, efficiency, accuracy, and innovation are more critical than ever. This session will introduce you to the seamless integration of ChatGPT with Excel, showing how AI can dramatically boost your spreadsheet capabilitie ...

  • Oct 26, 2026
  • 60 Mins
  • Basic & Intermediate & Advanced
  • Mike Thomas

Contractor versus Employee

This webinar will cover what the IRS looks at when auditing whether a worker is an employee or a contractor. We will cover the current “3-factor” standard the IRS uses, as well as the older “20-factor” standards. We will also discuss the relief options availab ...

Writing an Effective Credit Analysis

This webinar will expose participants to process and a detailed outline that will enable you to write an effective credit memo. The learning objectives are:  To make you a better banker To understand the importance of good written communication To improve ...

  • Oct 27, 2026
  • 60 Mins
  • Basic & Intermediate & Advanced
  • David Sawyer

Intro to Copilot in Excel

The webinar is designed to introduce participants to the transformative capabilities of Copilot, a powerful AI tool integrated within Excel. The session will cover the essentials of preparing and formatting data specifically for Copilot use, ensuring that use ...

  • Oct 27, 2026
  • 60 Mins
  • Basic & Intermediate & Advanced
  • George Mount